See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 06-1050034 | Contract Administrator | $76,093 |
CAMBRIDGE INVESTMENT RESEARCH3+ years Filed as: CAMBRIDGE INVESTMENT RESEARCH INC. Service code 27 · EIN 42-1445429 | Advisory (Plan) | $22,450 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $178,074 | $80,753+120.5% | $136,294+30.7% | $62,292+185.9% |
| Participation rate | 100.0% | 73.5%+26.5pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 14.67% | 35.83%-21.2pp | 5155.94%-5141.3pp | 28.90%-14.2pp |
| Employer contribution / active EE | $5,980 | $2,884+107.4% | $4,695+27.4% | $2,042+192.8% |
| Participant deferral / active EE | $9,726 | $5,164+88.3% | $6,247+55.7% | $3,169+206.9% |
| Admin fee / account holder | $513 | $525-2.4% | $9,243-94.5% | $479+7.0% |